$400MM AUM | $2.7MM GDC in Marshfield, MA

Market
Advisor
Member Level
Premier
Last Activity
today
General
Listing Type
Buyer | Merge
Location
Marshfield, MA, US
Fee 0% Commission 100%
$2,700,000
Gross Revenue
2,600
# of Accounts
60
Avg Client Age
Overview

Planning-focused, multi-generational, family-owned, fee-only RIA with offices in Marshfield and Chelmsford looking to acquire or assist with succession planning

Extended Profile Information

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